Legal Assistant / Paralegal – Estate Planning & Probate

Job Description

Legal Assistant or Paralegal | TBG | The Bachrach Group

The Tone:
This is a full-time or part-time Legal Assistant or Paralegal role within a well-established boutique law firm. The company is seeking an experienced individual who already knows the responsibilities of the role and enjoys client interaction, offering a long-term opportunity within a firm that truly values its employees. This position is vital for supporting attorneys with estate planning and probate matters, allowing the successful candidate to become an integral part of a growing practice. The firm offers meaningful work, excellent work-life balance, and a collaborative environment where everyone pitches in and supports one another.

The TL;DR
• Role: Early Career
• Type: Full-time or part-time
• Team: Close-knit team, supporting attorneys.
• Mission: Support attorneys with estate planning and probate matters from intake through completion.

What You’ll Actually Do
• Client Communication: Serve as a primary point of contact, communicating professionally with clients by phone, email, and in person, ensuring clear and timely updates.
• Document Preparation & Maintenance: Prepare, organize, and meticulously maintain a variety of legal documents, correspondence, and client files from intake through completion.
• Calendar & Scheduling Management: Efficiently schedule meetings, document signing appointments, and manage attorney calendars to ensure smooth workflow.
• Probate & Estate Support: Actively assist with probate administration, the preparation of estate planning documents, and other related legal matters.
• Document Execution & Compliance: For paralegals, conduct client signing appointments by explaining estate planning documents and meticulously ensuring all documents are properly executed and witnessed.
• Inter-Party Coordination: Coordinate effectively with courts, financial professionals, and other third parties as needed to advance cases.
• Office & Administrative Assistance: Provide general office operations support, assist with file management, and offer comprehensive administrative support to the team.
• System Management & Billing: Accurately enter client and case information into firm systems and record billable time where applicable.

The Must-Haves
• Background: Prior experience as a Legal Assistant or Paralegal in a law firm.
• Experience: Prior experience in a law firm environment.
• Skills: Excellent organizational skills, strong communication, exceptional client service, strong attention to detail, ability to multitask.
• Bonus: Estate planning and probate experience is preferred; family law or other litigation experience will also be considered.